See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,611 | $138,347-97.4% | $184,203-98.0% | $80,856-95.5% |
| Participation rate | 93.0% | 83.9%+9.2pp | 86.8%+6.2pp | 67.6%+25.4pp |
| Annual return | 12.95% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,774 | $7,071-74.9% | $9,131-80.6% | $4,296-58.7% |
| Admin fee / account holder | $236 | $10,483-97.7% | $13,901-98.3% | $6,918-96.6% |